LPL Financial Recruits Adviser Managing $260 Million
LPL Financial LLC, the nation's largest independent broker-dealer, has added Lindsey Rhea of Alia Wealth Partners to its broker-dealer, corporate registered investment advisor, and custodial platforms.
LPL Financial LLC, the nation’s largest independent broker-dealer, has added Lindsey Rhea of Alia Wealth Partners to its broker-dealer, corporate registered investment advisor, and custodial platforms. Rhea joins LPL from Wells Fargo Advisors Financial Network and serves approximately $260 million in advisory, brokerage and retirement plan assets. She is affiliating with LPL’s Strategic Wealth Services model for breakaway wirehouse advisors.
Based in Germantown, Tennessee, Rhea launched Alia Wealth Partners in 2018 and is joined by director of client services, Leslie Parker, and director of first impressions, Jennifer Locke.
LPL noted that Rhea has won numerous industry awards, including 2020 and 2021 Forbes Top Women Wealth Advisor, 2019-2021 Forbes Best-In-State Wealth Advisor, and 2019 Forbes Next-Gen Best-In-State Wealth Advisor.
Rhea made the move to LPL with plans for long-term growth. She said, “What we’re doing here is setting the stage for the future of this business. I want to expand our office, and this transition is a way for me to step back, make sure I’m partnered with the right affiliate, meet new advisors and really build out the Alia brand.”
LPL Financial provides service to approximately $1.1 trillion in brokerage and advisory assets as of June 30, 2021. The company supports more than 19,000 financial advisors, 800 institution-based investment programs, and 450 independent RIA firms nationwide.
